Salesforce Analyst

Pontoon Solutions; Taguig; On-site; PHP 550,000 - 850,000; Full time

Job summary

Pontoon Solutions in the Philippines is seeking a Salesforce Analyst to support the Salesforce platform, delivering insights and operational recommendations to maximize CRM efficiency and usage across the business.

You will serve as the CRM subject‑matter expert, coordinate with IT and business units, create reports such as pipeline and forecasts, and help translate needs into actionable requirements. Strong communication and analytical skills, plus familiarity with MS Office, are essential.

Qualifications

• Bachelor's degree in business, finance, or related field with 1 year CRM analyst experience.
• Experience in sales, marketing, or CRM platform analysis preferred.
• Excellent written and verbal communication.
• Strong analytical and data collection skills.
• Proficient in Word, Excel, PowerPoint, and Outlook.
• Ability to manage multiple projects simultaneously.

Responsibilities

• Serves as a point of contact for CRM questions and assists users with various production support issues.
• Utilizes the CRM and other internal teams to intake, assess, and complete analysis to support technology development drive usage of the CRM platform.
• Assists with project activities such as research, story/requirements writing, testing and in determining the value and priority of business requested work efforts.
• Delivers tools and processes that improve productivity and accuracy for users of the Salesforce Platform.
• Champions Salesforce as a platform through activities such as demos, training, mentoring, and especially highlighting opportunities to use Salesforce to simplify and eliminate silos and unnecessary integrations.
• Coordinates and facilitates meetings, creates business cases, and develops proposals and presentations to support CRM initiatives, either as part of a project team or under supervision.
• Creates reports including, but not limited to, sales pipeline, key performance metrics, and short- and long-range sales forecasts.
• Contributes to formulating, implementing, and communicating related policies, procedures, and best practices.
• Participates in special projects and performs other duties as assigned.

Skills

CRM knowledge

Analytical thinking

Communication skills

Multitasking

MS Office

Education

Bachelor's degree in business/finance or related field

Tools

Salesforce

Job description

The Salesforce Analyst is responsible for supporting the use of our Salesforce platform.

The role will provide meaningful insights and operational recommendations for the best usage of the Salesforce Platform, offering knowledge to users and being involved on any initiative related to CRM to maximize its efficiency.

What you'll be doing

• Serves as a point of contact for CRM questions and assists users with various production support issues.
• Utilizes the CRM and other internal teams to intake, assess, and complete analysis to support technology development drive usage of the CRM platform.
• Assists with project activities such as research, story/requirements writing, testing and in determining the value and priority of business requested work efforts.
• Delivers tools and processes that improve productivity and accuracy for users of the Salesforce Platform.
• Champions Salesforce as a platform through activities such as demos, training, mentoring, and especially highlighting opportunities to use Salesforce to simplify and eliminate silos and unnecessary integrations.
• Coordinates and facilitates meetings, creates business cases, and develops proposals and presentations to support CRM initiatives, either as part of a project team or under supervision.
• Creates reports including, but not limited to, sales pipeline, key performance metrics, and short- and long-range sales forecasts.
• Contributes to formulating, implementing, and communicating related policies, procedures, and best practices.
• Participates in special projects and performs other duties as assigned.

About you

EDUCATION & JOB REQUIREMENTS:

Bachelor's degree in business, finance, or a related field with a minimum of one (1) year of related specialized experience within a sales, marketing, or similar CRM platform analyst function.

SKILLS & ABILITIES:

• Skilled in communicating effectively verbally and in writing.
• Knowledge of and the ability to utilize CRM tools, concepts, principles, and practices of researching and data collection and analysis a plus.
• Ability to establish and maintain effective working relationships.
• Ability to effectively manage multiple projects simultaneously vary in nature and complexity.
• Ability to understand and perform standardized and statistical computations. Ability to demonstrate effective customer service skills.
• Ability to demonstrate aptitude in analytics, extracting the most salient strategic insights from research findings while paying close attention to details.
• Proficient with Microsoft Office products, including Word, Excel, PowerPoint, and Outlook.